Seven Figure Firm
Book • 2017
In Seven Figure Firm, Erin Botsford draws on decades of experience building Botsford Financial Group to show advisors how to create repeatable systems, hire and train staff, and shift the founder from advisor to CEO. The book covers processes for client meetings, team roles, accountability, and growth strategies that allow the firm to operate without the founder’s constant presence.
Botsford includes practical examples such as her three-meeting client transition approach, onboarding workflows, and marketing methods that produced significant AUM growth.
Emphasizing implementation over theory, the book is intended as a step-by-step manual for advisors who want to scale and eventually extract value from their practices.
It also highlights cultural and leadership lessons on empowering staff while maintaining oversight.
Botsford includes practical examples such as her three-meeting client transition approach, onboarding workflows, and marketing methods that produced significant AUM growth.
Emphasizing implementation over theory, the book is intended as a step-by-step manual for advisors who want to scale and eventually extract value from their practices.
It also highlights cultural and leadership lessons on empowering staff while maintaining oversight.
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Erin Botsford
Ep 168: Building An Advisory Firm That Can Be Sold Even When Your Name Is Still On The Door with Erin Botsford
